Reviewing Deal Details FAQ CRM

Summary:

This FAQ article provides a summary on how to verify specific details of a deal in CRM.

Table of Contents:

1. How can I view details of a deal?

2. How can I check who’s assigned to a deal or add someone to its watch list?

3. What should you do if you need to change the requestor for a deal?

Question 1: How can I view details of a deal?

Answer: Click the Change Log button to view information about the transaction and any related actions.

Question 2: How can I check who’s assigned to a deal or add someone to its watch list?

Answer: To check who is designated to a deal at the time of approval, click person icon to see the roles and individuals assigned below. On the other hand, click the watch button to include someone in the Watch List for the deal. They will receive all notifications related to the deal.

Question 3: What should you do if you need to change the requestor for a deal?

Answer:

To change a specific deal:

1. Open the deal and click the Re-assign Requestor button located in the top right corner.

2. In the Re-assign To field, type at least three characters to search and select the correct Sales Associate from the dropdown list.

3. Click the Save button to complete the reassignment.

To reassign all deals created by a previous requestor:

1. From the Dashboard, click the Re-assign Requestor button in the top right corner.

2. Fill in both the Re-assign From and Re-assign To fields.

3. Type at least three characters in each to search and select the appropriate Sales Associates.

4. Click the Save button to complete the reassignment.